Panoramic Capital Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Panoramic Capital Partners’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$378K	Buy	7,195 +14	+0.2%	+$740	0.23%	39
2025 Q4	$380K	Sell	7,181 -114	-2%	-$6.04K	0.23%	38
2025 Q3	$387K	Hold	7,295	–	–	0.25%	35
2025 Q2	$383K	Hold	7,295	–	–	0.27%	32
2025 Q1	$378K	Hold	7,295	–	–	0.39%	27
2024 Q4	$377K	Buy	+7,295	New	+$379K	0.33%	28

Other funds holding IGSB

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Panoramic Capital Partners's IGSB Position: Q1 2026 in Review

Panoramic Capital Partners increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.19% in Q1 2026, buying an estimated $740 and bringing the position to 7,195 shares worth $378K. The position accounts for 0.23% of the portfolio, ranked #39.

Panoramic Capital Partners first reported a position in IGSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $387K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

Panoramic Capital Partners held 7,195 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $378K as of Q1 2026.
Panoramic Capital Partners bought 14 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $740.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.23% of Panoramic Capital Partners's portfolio in Q1 2026, its #39 holding.
Panoramic Capital Partners first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Panoramic Capital Partners's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $387K in Q3 2025.
1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.